Microsoft's acquisition of Activison Blizzard

Nhomnhom

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It's about preventing Playstation from losing access to beloved franchises. I don't care if Persona or Final Fantasy do COD numbers, I just want to be able to keep playing them on PlayStation because I like those games. Also, if Sony adds these publishers/devs to their first party, they could potentially grow those franchises to those levels like they have with GOW and TLOU.
Persona is the easiest thing to protect. If they sign an exclusive deal for the next one that will have it covered for the next 15 years. When Persona 7 comes out in 2036 humanity will have reached singularity and none of this will matter.
 

Loy310

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I appreciate the effort from Sony, but I find it hard to believe that the CMA will make 2 U-turns in a row with regards to the console market. The deal is probably going to go through and Sony need to work on a plan B and consolidate some of their closest partners like Square.

I think Sony's only (unlikely) hope of seeing the deal stopped involves the cloud market and the cma refusing to make another U-turn with regards to their remedy stance.
What sony is doing now is just show for share holders. They cant come back and say the company they have invested so much into did not show up and fight, think that is where we are at now at sony hq.
 

Nhomnhom

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25 Mar 2023
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What sony is doing now is just show for share holders. They cant come back and say the company they have invested so much into did not show up and fight, think that is where we are at now at sony hq.
They don't lose anything by trying to stop this. In the event that they somehow succeed in stoping this it's over for Xbox, the ultimate win for PlayStation. They have everything to gain and nothing to lose.

MS finally quitting on Xbox is the best thing that could happen to Sony and would bring them back to PS2 levels of dominance and a more profitable operation without MS pushing for unsustainable business models out of desperation.
 
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nongkris

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It's about preventing Playstation from losing access to beloved franchises. I don't care if Persona or Final Fantasy do COD numbers, I just want to be able to keep playing them on PlayStation because I like those games. Also, if Sony adds these publishers/devs to their first party, they could potentially grow those franchises to those levels like they have with GOW and TLOU.
Ah okay so it's more of a personal request from JRPG fans than anything, I guess. In that scenario I think Kadokawa would be a good investment since they also do anime and film stuff, and Sony already has a good relationship with From because of Bloodborne.
 
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FatKaz

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What sony is doing now is just show for share holders. They cant come back and say the company they have invested so much into did not show up and fight, think that is where we are at now at sony hq.
Read the response, in no way is that for show.

Although there are some arguments they are making by themselves aren't really strong, but those little arguments kinda helps paint a picture. The main arguement in this response is actually calling out the CMA on the calculations they used to disregard foreclosure being worth it for MS.
 

FatKaz

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This is the biggest bombshell of this response

BYm81PP.png


I hope for the sake of the CMA this is something they included in their previous model. Sony are mentioning this is one thing that should be used to reconsider there decision, so did CMA originally ignore this fact of MS taking more on call of duty sales?
 
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OP
OP
Darth Vader

Darth Vader

I find your lack of faith disturbing
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This is the biggest bombshell of this response

BYm81PP.png


I hope for the sake of the CMA this is something they included in their previous model. Sony are mentioning this is one thing that should be used to reconsider there decision, so did CMA originally ignore this fact of MS taking more on call of duty sales?

Yes, they did. It's on the document.
 

Dabaus

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I get why sony is fighting so hard but seeing how almost all communication and acquisitions of their owned have completely stopped. I wish theyd move on. Just flat out say your not signing a 10 year deal, they wont renegotiate cod contracts to help Microsoft recoup fees from playstation, and move on.
 
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laynelane

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I get why sony is fighting so hard but seeing how almost all communication and acquisitions of their owned have completely stopped. I wish theyd move on. Just flat out say your not signing a 10 year deal, they wont renegotiate cod contracts to help Microsoft recoup fees from playstation, and move on.

I would prefer that not only Sony, but other companies oppose this. Looking beyond PS vs XBox, this type of consolidation is not good for the industry or for the majority of gamers. For example, since I don't game on XBox or PC, my game choices have already been narrowed by MS with the Zenimax purchase. If left unchecked, this will only increase over time and that's not even taking into account the issue of Game Pass and the possible deterioration of game quality and releases (were it to become the dominant model) - not to mention the idea that just passively letting a company like MS take control is exactly why they dominate in so many sectors besides gaming. Do you want an industry dominated by MS? I sure as hell don't so I say kudos to Sony for taking a stand and sticking to it.
 
24 Jun 2022
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Persona is the easiest thing to protect. If they sign an exclusive deal for the next one that will have it covered for the next 15 years. When Persona 7 comes out in 2036 humanity will have reached singularity and none of this will matter.

With how Sega & Atlus have been so cozy with Game Pass of late, I'm almost half-expecting Persona 6 to be a Day 1 Game Pass title. And I would in no way blame the fanbase on PlayStation if they decided to feel some kind of way about that, even if they decided to not buy it on PlayStation and just get a cheap Game Pass offer for a couple of months and play the game that way (because I'm almost certain the Atlus + Game Pass deals are counting on players still buying the games on
Sony & Nintendo platforms to hit revenue targets).

Ah okay so it's more of a personal request from JRPG fans than anything, I guess. In that scenario I think Kadokawa would be a good investment since they also do anime and film stuff, and Sony already has a good relationship with From because of Bloodborne.

Kadokawa as an acquisition for Sony might be a challenge precisely because of the anime stuff. Sony have already amassed a LOT in terms of anime streaming platforms and content the past few years; getting Kadokawa on top of that even if just for From Software might present some complications. Sony would probably need to talk Kadokawa into selling off From Software, but then that might cause issue with Bandai-Namco since they've been publishing From Software's games globally for a while, and it's not like Sony would need another company to publish From Software games post-acquisition. I also think that's a potential situation Sony just doesn't want with a valued 3P partner, all things considered.

So the best thing they could probably aim for is buying more shares into From Software and investing into From Software software development. Buying shares & making investments into Kadokawa themselves would also be smart. If Sony were to say invest into growing From Software's team size, that could enable a means of possibly getting a co-developed exclusive out of them without impacting From Software's regular multiplatform development plans, meanwhile that same investment can serve From Software on their other games when they aren't working on an exclusive for Sony, as just one example.
 
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AshHunter216

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With how Sega & Atlus have been so cozy with Game Pass of late, I'm almost half-expecting Persona 6 to be a Day 1 Game Pass title. And I would in no way blame the fanbase on PlayStation if they decided to feel some kind of way about that, even if they decided to not buy it on PlayStation and just get a cheap Game Pass offer for a couple of months and play the game that way (because I'm almost certain the Atlus + Game Pass deals are counting on players still buying the games on
Sony & Nintendo platforms to hit revenue targets).



Kadokawa as an acquisition for Sony might be a challenge precisely because of the anime stuff. Sony have already amassed a LOT in terms of anime streaming platforms and content the past few years; getting Kadokawa on top of that even if just for From Software might present some complications. Sony would probably need to talk Kadokawa into selling off From Software, but then that might cause issue with Bandai-Namco since they've been publishing From Software's games globally for a while, and it's not like Sony would need another company to publish From Software games post-acquisition. I also think that's a potential situation Sony just doesn't want with a valued 3P partner, all things considered.

So the best thing they could probably aim for is buying more shares into From Software and investing into From Software software development. Buying shares & making investments into Kadokawa themselves would also be smart. If Sony were to say invest into growing From Software's team size, that could enable a means of possibly getting a co-developed exclusive out of them without impacting From Software's regular multiplatform development plans, meanwhile that same investment can serve From Software on their other games when they aren't working on an exclusive for Sony, as just one example.
Yeah, I think Sony just need to buy enough shares to be able to have a say in whether or not they sell or at least who they sell to.
 
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Nhomnhom

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With how Sega & Atlus have been so cozy with Game Pass of late, I'm almost half-expecting Persona 6 to be a Day 1 Game Pass title.
I doubt it. Day one on Gamepass would kill the perceived value of the game on PlayStation. MS had to pay Atlus to get the games ported to Xbox many years later. If Sony has any sense they'll treat Persona the same way they are treating Final Fantasy. Persona 6 on the next Nintendo console is a much bigger risk for Sony.

As for From Software, you have the right idea, Sony doesn't need to buy Kadokawa they just need to convince them to let go of From Software and pay a premium for that. Kadokawa isn't that into gaming and pretty much has nothing going on outside From Software game that they don't even publish themselves. Sony is stupid already for waiting this long to make this move and should do it as soon as the ABK deal is over.
 
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Johnic

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MS has an Azure contract with Sega as far as I remember. Persona titles benig on GP could have been a deal Sega made to keep the cost in the contract down. Doesn't necessarily mean it'll extend to the next game.
 

Loy310

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Read the response, in no way is that for show.

Although there are some arguments they are making by themselves aren't really strong, but those little arguments kinda helps paint a picture. The main arguement in this response is actually calling out the CMA on the calculations they used to disregard foreclosure being worth it for MS.
Sony knows at this point the deal is going thru, we all know it so sony certainly knows it at this point, ms lawyers got this one, they out pointed sony and the game is over, abk and ms will merge.
Therefore, there is no reason for Sony to be out wasting time and money trying to kill the deal other than for show. CMA wont go back on their console position unless Sony provide them with new evidence to make the cma seriously doubt their u turn on ms foreclosure argument.
 

AshHunter216

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Sony knows at this point the deal is going thru, we all know it so sony certainly knows it at this point, ms lawyers got this one, they out pointed sony and the game is over, abk and ms will merge.
Therefore, there is no reason for Sony to be out wasting time and money trying to kill the deal other than for show. CMA wont go back on their console position unless Sony provide them with new evidence to make the cma seriously doubt their u turn on ms foreclosure argument.
Sony is a large enough company to do multiple things at once. They could be simultaneously trying to oppose the deal while negotiating deals of their own in the background in case their opposition fails.
 

FatKaz

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Sony knows at this point the deal is going thru, we all know it so sony certainly knows it at this point, ms lawyers got this one, they out pointed sony and the game is over, abk and ms will merge.
Therefore, there is no reason for Sony to be out wasting time and money trying to kill the deal other than for show. CMA wont go back on their console position unless Sony provide them with new evidence to make the cma seriously doubt their u turn on ms foreclosure argument.
No one knows if the deal is going through, hence why sony will keep fighting it. CMA don't need to go back on their console SLC for it not to go through.
 
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Yobo

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I appreciate the effort from Sony, but I find it hard to believe that the CMA will make 2 U-turns in a row with regards to the console market. The deal is probably going to go through and Sony need to work on a plan B and consolidate some of their closest partners like Square.

I think Sony's only (unlikely) hope of seeing the deal stopped involves the cloud market and the cma refusing to make another U-turn with regards to their remedy stance.
I dont see why not if the evidence is compelling enough. That seems to be the whole point of the provisional findings process. Will read through the doc later but them going after MS for the LTV calculations seems like what I expected
 

Cool hand luke

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Meanwhile, MS' response is the definition of pushing your luck. They're basically saying "Yep, CMA was right to agree with us, but they didn't agree with us enough. Here's why." And then they try to say how the benefits the CMA is attributing to MS in the event of console foreclosure is still *too high*.

The arrogance is unreal. They unprecedentedly changed their minds and MS is still saying not good enough. Like move on, bruh.